Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Jan 24, 2022

SELL
N/A
-2,707 Closed
0 $0
Q1 2021

Apr 29, 2021

BUY
N/A
465 Added 20.74%
2,707 $578,000
Q4 2020

Feb 02, 2021

BUY
N/A
1,050 Added 88.09%
2,242 $440,000
Q3 2020

Nov 03, 2020

BUY
N/A
1,192 New
1,192 $287,000
Q1 2020

May 04, 2020

SELL
N/A
-3,385 Closed
0 $0
Q4 2019

Feb 04, 2020

BUY
N/A
3,385 New
3,385 $283,000
Track This Portfolio

Track Sky Oak Wealth, LLC Portfolio

Follow Sky Oak Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sky Oak Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sky Oak Wealth, LLC with notifications on news.